Resources
Practical Guidance for Teams Using Verified Church Contact Data To Improve Outreach, Fundraising, and CRM Enrichment.
Featured Topics
Short guides that explain verification, compliance, and CRM enrichment workflows.
Data Enrichment Workflow
Import verified fields cleanly, use confidence scores for segmentation, and reduce CRM cleanup.
Compliance Standards
Apply verified-field guidance to protect sender reputation and stay compliant in outreach.
Downloads
Practical checklists and samples you can use immediately.
Outreach Compliance Checklist
Step-by-step checklist covering verified fields, opt-out handling, and documentation for compliant outreach.
Download checklistSample Data (Florida Mini)
Small sample showing verified fields at publication; optional discovered fields are labeled and included for free.
Download sample CSVCRM Enrichment Quickstart
Import, normalize, deduplicate, and prioritize verified records for CRM enrichment.
Download quickstartMicrosoft Mail Merge Guide
Exact steps to send verified lists from Excel using Word + Outlook mail merge.
Download guideMail Merge Instructions (Word + Outlook)
- 1Open the dataset in Excel and keep only verified email and phone fields you plan to use.
- 2Ensure a single header row with clear column names (Email, ChurchName, City, State).
- 3Save the file as a CSV or XLSX in a known folder.
- 4In Word, go to Mailings > Start Mail Merge > Email Messages.
- 5Mailings > Select Recipients > Use an Existing List, then choose your file.
- 6Insert merge fields into the email body (Insert Merge Field).
- 7Preview Results to spot formatting issues or missing fields.
- 8First-time tip: create a separate Excel file with only your own email to verify the layout before sending to the full list.
- 9Finish & Merge > Send E‑Mail Messages. Select the Email column and add your subject line.
Tip: include a clear opt‑out line and keep a copy of your list filters for compliance.
Case Studies
Examples of how verified data supports outreach and CRM workflows.
Agency Outreach Workflow
Challenge: An agency needed multi-state outreach lists that were consistent across campaigns and client accounts.
Solution: Verified fields and confidence scores enabled cleaner segmentation and reduced bounce risk before campaigns launched.
Outcome: Faster list prep, fewer surprises in CRM imports, and cleaner reporting across accounts.
Nonprofit Campaign Prep
Challenge: A nonprofit needed a clean outreach list without harming sender reputation ahead of a statewide campaign.
Solution: Verified emails and phones were filtered for accuracy to protect deliverability and reduce wasted outreach.
Outcome: More confident outreach and a cleaner, compliance-ready list for campaign execution.
CRM Enrichment Pipeline
Challenge: A CRM team needed structured exports that wouldn’t trigger extensive cleanup during import.
Solution: Verified data with consistent schema reduced deduping and improved segmentation accuracy.
Outcome: Cleaner CRM imports and faster segmentation for outreach and reporting.
Blog
Brief previews of upcoming articles; full posts will be published here.
Verification Flags Explained
How verification flags and confidence scores guide outreach decisions.
Compliance Essentials for Outreach Teams
Practical safeguards for CAN-SPAM-aligned and privacy-first outreach.
CRM Enrichment Workflows
Steps for import-ready fields, segmentation, and data governance.
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